See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,929 | $76,738+49.8% | $56,411+103.7% | $145,922-21.2% |
| Participation rate | 58.3% | 63.2%-4.9pp | 52.5%+5.9pp | 80.3%-21.9pp |
| Annual return | 15.44% | 2994.23%-2978.8pp | 1701.33%-1685.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,091 | $1,380-20.9% | $1,039+5.0% | $4,660-76.6% |
| Participant deferral / active EE | $5,884 | $2,623+124.4% | $1,952+201.5% | $6,688-12.0% |
| Admin fee / account holder | $964 | $3,334-71.1% | $2,829-65.9% | $13,397-92.8% |